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Schwab 1-5 Year Corporate Bond ETF

109 hedge funds and large institutions have $172M invested in Schwab 1-5 Year Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 86 increasing their positions, 5 reducing their positions, and 10 closing their positions.

Holders
109
Holders Change
+7
Holders Change %
+6.86%
% of All Funds
1.45%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
17
Increased
86
Reduced
5
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CM
1
Columbus Macro
Pennsylvania
$10.7M 439,079 +246,402 +128%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$9.77M 400,883 +211,664 +112%
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$8.35M 342,482 +174,069 +103%
Bank of America
4
Bank of America
North Carolina
$8.28M 339,849 +187,110 +123%
TC
5
TAP Consulting
Missouri
$8.14M 334,109 +169,752 +103%
MWM
6
Meridian Wealth Management
Kentucky
$7.71M 316,135 +169,839 +116%
WWWM
7
White Wing Wealth Management
Texas
$7.41M 304,127 +162,975 +115%
Wealth Enhancement Advisory Services
8
Wealth Enhancement Advisory Services
Minnesota
$7.11M 291,626 +283,040 +3,297%
MWM
9
Modera Wealth Management
New Jersey
$5.04M 206,569 +99,900 +94%
Mercer Global Advisors
10
Mercer Global Advisors
Colorado
$4.68M 192,154 +192,154 New
KC
11
Kades & Cheifetz
Pennsylvania
$4.54M 186,286 +100,187 +116%
VWA
12
Visionary Wealth Advisors
Illinois
$4.32M 177,361 +161,597 +1,025%
CIA
13
Cape Investment Advisory
Georgia
$4.32M 177,205 +117,181 +195%
LPL Financial
14
LPL Financial
California
$4.05M 166,222 +87,101 +110%
IWC
15
Integrated Wealth Concepts
Massachusetts
$3.99M 163,641 +96,208 +143%
SW
16
SlateStone Wealth
Florida
$3.7M 151,814 +93,196 +159%
HPC
17
HM Payson & Co
Maine
$3.66M 150,000 +75,000 +100%
HighTower Advisors
18
HighTower Advisors
Illinois
$3.54M 145,245 +64,084 +79%
Mariner
19
Mariner
Kansas
$3.31M 135,834 +73,928 +119%
BRWA
20
B. Riley Wealth Advisors
Florida
$3.25M 133,515 +61,367 +85%
EL
21
Essex LLC
Illinois
$3.14M 128,650 +64,255 +100%
VST
22
Van Strum & Towne
California
$3.07M 126,085 +73,325 +139%
PPH
23
Pure Portfolios Holdings
Oregon
$2.78M 114,197 +60,962 +115%
CCA
24
Clearwater Capital Advisors
Illinois
$2.63M 107,823 +88,309 +453%
MHR
25
Matthew Hamilton Rosenberg
$2.55M 104,619 +49,069 +88%